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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Quirk is a financial advisor with LPL Financial LLC. Tom has been in the financial industry since 1994. Tom is a Certified Financial Planner and is registered in 29 states. Tom has previously worked for Raymond James Financial Services, Inc. and Citigroup Global Markets Inc. Tom's areas of expertise include financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Tom is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/04/2021 - Present
LPL Financial LLC (CATONSVILLE MD)
MD
01/12/2007 - 11/01/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CATONSVILLE MD)
MD
12/01/2000 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NJ
06/27/1997 - 12/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
05/06/1994 - 07/01/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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